How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to LongView Wealth

13F Portfolio OverlapQ1 2026LongView Wealth portfolio →

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Most similar hedge funds by 13F overlap

LongView Wealth Management is an institutional investor managing $390M across 227 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LongView Wealth are Merited Wealth,, SEAMOUNT FINANCIAL GROUP, Hartmann Taylor Wealth ,, with shared positions in $CRM, $DOV, $BAH, $SE, $KKR, $NTRB. The full ranking of 25 similar funds is below.

#1Merited Wealth, LLCPassive

Notable overlap · 7 shared positions

$CRM $DOV $BAH $SE $KKR $NTRB

$121M

79 positions

#2SEAMOUNT FINANCIAL GROUP INCPassive

Notable overlap · 4 shared positions

$CRM $DOV $BAH $KO

$222M

135 positions

#3Hartmann Taylor Wealth Management, LLCActive

Some overlap · 3 shared positions

$CRM $DOV $BAH

$151M

54 positions

#4Aprio Wealth Management, LLCPassive

Some overlap · 4 shared positions

$CRM $BAH $WT $MS

$1.8B

613 positions

#5DAHRING {-} CUSMANO LLCActive

Some overlap · 4 shared positions

$CRM $BAH $KKR $NTRB

$163M

58 positions

#6Strategic Family Wealth Counselors, L.L.C.Passive

Some overlap · 6 shared positions

$BAH $WT $DOV $UTG $KKR $SE

$381M

163 positions

#7Michael Brady & Co., LLCActive

Some overlap · 3 shared positions

$CRM $BAH $SE

$100M

54 positions

#8Forge Financial Services LLCSmart money

Some overlap · 3 shared positions

$CRM $BAH $UPS

$987M

31 positions

#9Approach Retirement Advisors, LLCActive

Some overlap · 5 shared positions

$DOV $AFL $SO $KO $KKR

$120M

79 positions

#10Worth Asset Management, LLCPassive

Some overlap · 4 shared positions

$CRM $WT $NTRB $MS

$268M

182 positions

#11Catalyst Investment Management LLCPassive

Some overlap · 6 shared positions

$DOV $WT $SE $KKR $KO $MS

$90M

65 positions

#12Carson Advisory Inc.Passive

Some overlap · 5 shared positions

$BAH $CRM $SO $KO $AFL

$193M

188 positions

#13Williams & Novak, LLCPassive

Some overlap · 4 shared positions

$CRM $SE $WT $MS

$134M

143 positions

#14Financial Harvest, LLCActive

Some overlap · 5 shared positions

$KO $WT $AFL $SE $DOV

$170M

57 positions

#15Base Wealth Management LLCActive

Some overlap · 4 shared positions

$CRM $RELX $KO $KKR

$179M

60 positions

#16PCG Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$CRM $BAH $WT

$395M

164 positions

#17Beacon Financial Advisory LLCPassive

Some overlap · 6 shared positions

$BAH $WT $KO $KKR $CRM $MS

$443M

402 positions

#18STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCPassive

Some overlap · 3 shared positions

$CRM $BAH $WT

$128M

62 positions

#19GRANITE ISLANDS PRIVATE WEALTH, LLCPassive

Some overlap · 5 shared positions

$WT $SO $CRM $KO $UPS

$109M

70 positions

#20Gateway Wealth Partners, LLCPassive

Some overlap · 7 shared positions

$WT $SE $CRM $KKR $DOV $BAH

$2.6B

925 positions

#21Mascagni Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$CRM $BAH $KKR

$140M

127 positions

#22CLG LLCActive

Some overlap · 4 shared positions

$CRM $WT $BAH $DOV

$403M

134 positions

#23Murphy, Middleton, Hinkle & Parker, Inc.Passive

Some overlap · 5 shared positions

$KO $SO $GPC $KKR $AFL

$216M

133 positions

#24Copia Wealth ManagementPassive

Some overlap · 6 shared positions

$DOV $WT $UPS $RELX $KKR $NTRB

$146M

532 positions

#25Kinloch Capital, LLCPassive

Some overlap · 4 shared positions

$GPC $KO $AFL $O

$245M

83 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.